+19.3%
TPR vs IQV
+25.1%
-5.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.1% | +3.5% |
| 7D | +12.6% | -5.5% | +18.1% | +13.0% |
| 30D | +7.1% | -0.9% | +8.0% | +7.1% |
| 3M | -19.4% | +15.6% | -34.9% | -20.1% |
| 6M | -9.7% | +63.9% | -73.6% | -12.2% |
| YTD | -1.0% | +17.0% | -18.0% | -2.5% |
| 1Y | +19.3% | +25.0% | -5.7% | +16.9% |
| All | +19.3% | +25.1% | -5.8% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling